Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.068 | 0 | 39 |
1 month | 0.014 | 0 | 36 |
3 months | 0.057 | 0 | 32 |
1 year | 0.168 | 0 | 59 |
3 years | 0.082 | 0 | 57 |
5 years | 0.084 | 0 | 55 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.088 | — |
2023 | 0.082 | — |
2022 | -0.002 | — |
2021 | 0.171 | — |
2020 | -0.099 | — |
2019 | 0.187 | — |
2018 | -0.094 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.036 | 0.042 | 0.022 | -0.014 |
2023 | 0.033 | -0.004 | 0.023 | 0.028 |
2022 | 0.011 | -0.063 | -0.036 | 0.092 |
2021 | 0.052 | 0.050 | 0.032 | 0.028 |
2020 | -0.255 | 0.110 | -0.033 | 0.127 |
2019 | 0.090 | 0.034 | 0.012 | 0.041 |
2018 | -0.063 | 0.093 | -0.013 | -0.103 |
2017 | 0.020 | 0.021 | 0.036 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.168 |
3 years | 0.082 |
5 years | 0.084 |